Coldstream Capital Management Inc. Decreases Stake in Schwab US Large-Cap ETF $SCHX

Coldstream Capital Management Inc. lowered its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 6.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 717,701 shares of the company’s stock after selling 50,465 shares during the quarter. Coldstream Capital Management Inc.’s holdings in Schwab US Large-Cap ETF were worth $18,904,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in SCHX. Brighton Jones LLC grew its holdings in Schwab US Large-Cap ETF by 198.5% in the 4th quarter. Brighton Jones LLC now owns 211,330 shares of the company’s stock worth $4,899,000 after acquiring an additional 140,539 shares during the last quarter. Cetera Investment Advisers raised its stake in shares of Schwab US Large-Cap ETF by 33.4% during the second quarter. Cetera Investment Advisers now owns 931,112 shares of the company’s stock valued at $22,756,000 after acquiring an additional 232,909 shares during the last quarter. Citizens Financial Group Inc. RI raised its stake in shares of Schwab US Large-Cap ETF by 30.4% during the second quarter. Citizens Financial Group Inc. RI now owns 32,687 shares of the company’s stock valued at $799,000 after acquiring an additional 7,628 shares during the last quarter. Kingsview Wealth Management LLC boosted its holdings in shares of Schwab US Large-Cap ETF by 11.6% during the second quarter. Kingsview Wealth Management LLC now owns 52,403 shares of the company’s stock worth $1,281,000 after purchasing an additional 5,429 shares during the period. Finally, Rockefeller Capital Management L.P. boosted its holdings in shares of Schwab US Large-Cap ETF by 13.6% during the second quarter. Rockefeller Capital Management L.P. now owns 611,833 shares of the company’s stock worth $14,953,000 after purchasing an additional 73,216 shares during the period.

Schwab US Large-Cap ETF Price Performance

NYSEARCA SCHX opened at $26.44 on Wednesday. Schwab US Large-Cap ETF has a 1 year low of $19.00 and a 1 year high of $27.54. The stock has a market capitalization of $62.50 billion, a PE ratio of 25.66 and a beta of 1.01. The business’s 50-day moving average is $27.05 and its 200 day moving average is $26.74.

Schwab US Large-Cap ETF Profile

Schwab U.S. Large-Cap ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index (the Index). The Fund’s index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization. The Index is a float-adjusted market capitalization weighted index. The types of derivatives used by the Fund are options, futures, options on futures and swaps.